Capstone Investment Advisors’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Buy |
+26,225
| New | +$221K | ﹤0.01% | 799 |
|
|
2023
Q1 | – | Sell |
-6,528
| Closed | -$89.9K | – | 745 |
|
|
2022
Q4 | $89.9K | Sell |
6,528
-18,691
| -74% | -$257K | ﹤0.01% | 593 |
|
|
2022
Q3 | $340K | Buy |
25,219
+14,066
| +126% | +$190K | ﹤0.01% | 602 |
|
|
2022
Q2 | $184K | Buy |
11,153
+3,947
| +55% | +$65.1K | ﹤0.01% | 608 |
|
|
2022
Q1 | $135K | Sell |
7,206
-131,465
| -95% | -$2.46M | ﹤0.01% | 756 |
|
|
2021
Q4 | $2.47M | Buy |
138,671
+79,949
| +136% | +$1.43M | ﹤0.01% | 288 |
|
|
2021
Q3 | $1.19M | Buy |
58,722
+31,871
| +119% | +$644K | ﹤0.01% | 412 |
|
|
2021
Q2 | $617K | Buy |
+26,851
| New | +$617K | ﹤0.01% | 401 |
|
|
2021
Q1 | – | Sell |
-50,860
| Closed | -$1.12M | – | 1004 |
|
|
2020
Q4 | $1.12M | Buy |
50,860
+22,103
| +77% | +$485K | ﹤0.01% | 215 |
|
|
2020
Q3 | $616K | Buy |
28,757
+23,499
| +447% | +$503K | ﹤0.01% | 238 |
|
|
2020
Q2 | $114K | Buy |
+5,258
| New | +$114K | ﹤0.01% | 275 |
|
|
2020
Q1 | – | Sell |
-18,552
| Closed | -$497K | – | 560 |
|
|
2019
Q4 | $497K | Buy |
+18,552
| New | +$497K | ﹤0.01% | 309 |
|
|
2017
Q3 | – | Sell |
-190,510
| Closed | -$3.63M | – | 643 |
|
|
2017
Q2 | $3.63M | Buy |
+190,510
| New | +$3.63M | 0.1% | 134 |
|
|
2016
Q4 | – | Sell |
-99,015
| Closed | -$2.06M | – | 915 |
|
|
2016
Q3 | $2.06M | Buy |
99,015
+80,169
| +425% | +$1.67M | 0.05% | 175 |
|
|
2016
Q2 | $361K | Buy |
+18,846
| New | +$361K | 0.01% | 448 |
|
|
2016
Q1 | – | Sell |
-61,274
| Closed | -$1.1M | – | 684 |
|
|
2015
Q4 | $1.1M | Buy |
61,274
+51,174
| +507% | +$916K | 0.03% | 145 |
|
|
2015
Q3 | $185K | Buy |
+10,100
| New | +$185K | ﹤0.01% | 256 |
|